AI facts
Current to 11 Oct 26Brackwell Freight Ltd is on the Growth tier under an order form signed 1 Dec 2025 at £44,000 a year for 40 users, running to 30 Nov 2026. Active users fell from 23 in 2026-05 to 14 in 2026-09. The open renewal deal stands at £50,000 at proposal stage, with the renewal due on 1 Dec 2026, 53 days away. All 4 invoices were paid within terms, and the CRM holds two records for the company carrying £88,000.
AI opinion
Current to 11 Oct 26AtRisk: the renewal on 1 Dec 2026 carries a 13.6% rise while questions asked fell from 520 to 190 (-63%). Champion Liam Doherty has left and Gareth Whitlam has a brief to cut software spend. A depot session could rebuild use before signature.
Next step
Current to 11 Oct 26- What
- Marcus Bell sends Gareth Whitlam a written pack of per-person usage, connector health, refresh ticket timings and named value examples before the 12 Oct 2026 renewal call. at_risk_save
- Who
Marcus Bell
- When
- this_week by 9 Oct 2026
- Why
- Marcus Bell sends Gareth Whitlam a written usage and value pack before the 12 Oct 2026 renewal call. Gareth will not discuss the proposed £50,000 renewal until he sees per-person usage and evidence of what the brain delivers.
Profile
Updated 9 Oct 26- IndustryLogisticsSource: CRM company record
- Websitebrackwellfreight.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityManchesterSource: CRM company record
- Size900 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
- Customer since1 Dec 2023Source: first executed order form ctr_002_01, signed 17 Nov 2023 · Starter tier · In the CRM since 4 Sep 2023
- TypeCustomerdiffersSource: contracts and invoices (signals) · CRM stage customer · 2 CRM records (org_002, org_002_dup) · The sources disagree
- StateAtRiskSource: AI assessment · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Contracted ARR£44,000differsSource: executed order form ctr_002_03, 1 Dec 2025 to 30 Nov 2026 · CRM £88,000 over 2 CRM records (org_002, org_002_dup) · Invoiced run rate £44,000 · As of 9 Oct 2026 · The sources disagree
- Next renewal1 Dec 2026Basis: order form ctr_002_03 ends 30 Nov 2026 · In 53 days · Renewal price £50,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term1 Dec 2025 to 30 Nov 2026Source: order form ctr_002_03 (renewal), signed 1 Dec 2025 · Billed annually · 40 seats, 8 connectors
- TierGrowthSource: the current order form
- Open dealProposal · £50,000Source: CRM deal Brackwell Freight Ltd – Renewal · renewal deal · Expected close 1 Dec 2026 · Owner Tom Ashdown
- Last contact7 Oct 2026Email: Follow-up from our QBR call · 2 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Dec 2023 · 7 connectors configured
- Licensed seats4014 active users in Sep 2026 · Order form ctr_002_03: 40 seats
The story
Current to 11 Oct 26AtRisk: Brackwell Freight Ltd renews on 1 Dec 2026 at a proposed £50,000 against £44,000 today. Questions asked fell from 520 to 190 (-63%), the champion has left, and the Finance Director wants usage in writing before any renewal talk.
AtRisk: Brackwell Freight Ltd holds Growth at £44,000 a year under the order form signed 1 Dec 2025, to 30 Nov 2026. It renews on 1 Dec 2026 on an unsigned £50,000 proposal, a 13.6% rise.
Questions asked fell from 520 to 190 (-63%) and active users from 23 to 14 (-39%). Champion Liam Doherty has left, his user deactivated on 12 Jun 2026. Mark Siddall asks 30% of questions and Aisha Rahman is the only admin.
Finance Director Gareth Whitlam will not discuss terms until he sees usage in writing, nor agree a rise for a service few use. Invoices are paid, so this is value risk, not money risk.
Marcus Bell sends Gareth a written pack of per-person usage, connector health, refresh ticket timings and value examples by 9 Oct 2026, before the 12 Oct 2026 call. Tom Ashdown explains the £50,000 and a smaller-seat option.
ARR journey
Updated 9 Oct 26Show the figures as a table
| Contracted ARR | Invoiced ARR | |
|---|---|---|
| Dec 23 | £20k | £20k |
| Jan 24 | £20k | £20k |
| Feb 24 | £20k | £20k |
| Mar 24 | £20k | £20k |
| Apr 24 | £20k | £20k |
| May 24 | £20k | £20k |
| Jun 24 | £20k | £20k |
| Jul 24 | £20k | £20k |
| Aug 24 | £20k | £20k |
| Sep 24 | £20k | £20k |
| Oct 24 | £20k | £20k |
| Nov 24 | £20k | £20k |
| Dec 24 | £44k | £44k |
| Jan 25 | £44k | £44k |
| Feb 25 | £44k | £44k |
| Mar 25 | £44k | £44k |
| Apr 25 | £44k | £44k |
| May 25 | £44k | £44k |
| Jun 25 | £44k | £44k |
| Jul 25 | £44k | £44k |
| Aug 25 | £44k | £44k |
| Sep 25 | £44k | £44k |
| Oct 25 | £44k | £44k |
| Nov 25 | £44k | £44k |
| Dec 25 | £44k | £44k |
| Jan 26 | £44k | £44k |
| Feb 26 | £44k | £44k |
| Mar 26 | £44k | £44k |
| Apr 26 | £44k | £44k |
| May 26 | £44k | £44k |
| Jun 26 | £44k | £44k |
| Jul 26 | £44k | £44k |
| Aug 26 | £44k | £44k |
| Sep 26 | £44k | £44k |
Platform usage
Updated 9 Oct 26Headroom on the Growth tier, Sep 2026: 14 of 40 included users; 7 of 8 included connectors.
Dated markers: Jun 2026 champion left · Sep 2026 records indexed flat 30d · Dec 2026 renewal within 120d price rise.
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (6)
- Unsigned Starter master services agreement draft · contract · 2 Nov 2023
- Executed Starter master services agreement executed · contract · 17 Nov 2023
- Executed data processing agreement executed · dpa · 17 Nov 2023
- Executed Starter order form executed · order form · 17 Nov 2023
- Executed Growth order form executed · order form · 18 Nov 2024
- Signed Growth subscription order form executed · order form · 1 Dec 2025
- Onboarding (1)
- Starter onboarding plan issued · onboarding plan · 4 Dec 2023
- Proposals (5)
- Draft Starter tier proposal draft · proposal · 13 Oct 2023
- Starter tier proposal issued · proposal · 18 Oct 2023
- Growth upgrade proposal draft draft · proposal · 16 Oct 2024
- Growth upgrade proposal issued · proposal · 21 Oct 2024
- Growth upgrade proposal issued · proposal · 8 Nov 2024
- QBRs (11)
- Quarterly business review deck issued · qbr deck · 1 Apr 2024
- Quarterly review ahead of renewal issued · qbr deck · 27 Jun 2024
- Quarterly review ahead of renewal issued · qbr deck · 1 Oct 2024
- Quarterly business review, Growth tier issued · qbr deck · 1 Jan 2025
- Quarterly business review ahead of renewal issued · qbr deck · 6 Apr 2025
- Quarterly review ahead of renewal issued · qbr deck · 3 Jul 2025
- Quarterly review ahead of renewal issued · qbr deck · 2 Oct 2025
- Quarterly review: adoption and renewal issued · qbr deck · 1 Jan 2026
- Quarterly review ahead of renewal issued · qbr deck · 31 Mar 2026
- Growth-tier QBR with usage decline issued · qbr deck · 23 Jun 2026
- Quarterly business review, Growth tier issued · qbr deck · 29 Sep 2026
- Renewals (4)
- Draft Growth renewal proposal draft · renewal proposal · 26 Sep 2025
- Growth renewal proposal, price held issued · renewal proposal · 1 Oct 2025
- Draft Growth renewal proposal draft · renewal proposal · 29 Sep 2026
- Growth renewal proposal with adoption plan issued · renewal proposal · 2 Oct 2026
- Success plans (1)
- First-year success plan issued · success plan · 1 Feb 2024
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Brackwell Freight Ltd – Renewal | proposal | £50,000 | 1 Dec 2026 |
Open tickets
Activity
- 5 Nov 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 13 Oct 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 12 Oct 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 2 Oct 2026documentBrackwell Freight Ltd - Renewal Proposal
- 1 Oct 2026email_threadFollow-up from our QBR call
- 30 Sep 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 29 Sep 2026documentBrackwell Freight Ltd - Renewal Proposal v1
- 29 Sep 2026documentBrackwell Freight Ltd - QBR
- 25 Sep 2026email_threadScheduling the quarterly review
- 23 Sep 2026ticketHow to set up dashboards for the depot teams
- 17 Sep 2026email_threadUsage report for Brackwell
- 8 Sep 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 4 Sep 2026email_threadBooking time to talk about the renewal
- 2 Sep 2026email_threadYour Brackwell renewal: notice and next steps
- 2 Sep 2026email_threadRenewal notice and the increase
- 2 Sep 2026dealBrackwell Freight Ltd – Renewal
- 26 Aug 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 19 Aug 2026email_threadCatching up on the brain before the autumn
- 24 Jul 2026email_threadWhat exactly are we paying for?
- 24 Jul 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 22 Jul 2026ticketNightly refresh not completing
- 22 Jul 2026email_threadRefresh problem on your brain today
- 21 Jul 2026ticketNightly refresh not completing
- 21 Jul 2026email_threadBrain usage and next steps before the renewal
- 30 Jun 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 25 Jun 2026email_threadFollow-up from the review and next steps
- 24 Jun 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 23 Jun 2026email_threadFinding time for a check-in on the brain
- 23 Jun 2026documentBrackwell Freight Ltd - QBR
- 18 Jun 2026email_threadScheduling the QBR
- 11 Jun 2026eventBB-Demo Customer Day London
+32
- 8 Jun 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 5 Jun 2026email_threadInvitation: BB-Demo Customer Day London
- 5 Jun 2026email_threadHandover of the admin role
- 1 Jun 2026email_threadBrackwell check-in - finding half an hour
- 25 May 2026email_threadInvitation: BB-Demo Customer Day London
- 21 May 2026newsBrackwell Freight announces partnership to strengthen retail contract services
- 5 May 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 24 Apr 2026email_threadScheduling our next check-in
- 2 Apr 2026email_threadFollow-up from today's QBR
- 1 Apr 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 31 Mar 2026documentBrackwell Freight Ltd - QBR
- 30 Mar 2026email_threadGrowth QBR - finding a slot
- 19 Mar 2026ticketSearch not filtering by date range
- 25 Feb 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 18 Feb 2026email_threadCheck-in call
- 4 Feb 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 30 Jan 2026email_threadGetting a check-in in the diary
- 15 Jan 2026eventBB-Demo webinar
+13
- 5 Jan 2026email_threadFollow-up from our review: usage and next steps
- 5 Jan 2026email_threadRenewal and the new pricing
- 2 Jan 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Jan 2026documentBrackwell Freight Ltd - QBR
- 29 Dec 2025email_threadInvitation: BB-Demo webinar on Thursday 15 January 2026
- 24 Dec 2025email_threadScheduling the next QBR
- 1 Dec 2025email_threadInvoice INV-002-0004 - Growth subscription
- 1 Dec 2025invoiceINV-002-0004
- 1 Dec 2025documentBrackwell Freight Ltd - Order Form (signed)
- 1 Dec 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 27 Nov 2025email_threadBrackwell renewal - order form for signature
- 25 Nov 2025email_threadQuick check-in before the contract date
- 17 Nov 2025ticketSome accounts missing from search results
- 13 Nov 2025ticketHow do I set up a dashboard with a location filter?
- 11 Nov 2025ticketSalesforce connector not syncing
- 3 Nov 2025callBrackwell Freight Ltd / BB-Demo – Renewal
- 30 Oct 2025email_threadWarrington account view: following up
- 30 Oct 2025email_threadRenewal catch-up: finding a slot
- 29 Oct 2025ticketCan't access customer account
- 8 Oct 2025eventData leaders conference (BB-Demo stand)
+3
- 6 Oct 2025email_threadFollow-up from our QBR
- 3 Oct 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 2 Oct 2025documentBrackwell Freight Ltd - QBR
- 1 Oct 2025documentBrackwell Freight Ltd - Renewal Proposal
- 27 Sep 2025email_threadInvitation: BB-Demo stand at the data leaders conference, Amsterdam
- 26 Sep 2025email_threadQBR - booking a slot
- 26 Sep 2025documentBrackwell Freight Ltd - Renewal Proposal v1
- 16 Sep 2025callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 12 Sep 2025email_threadGetting time in for your renewal
- 1 Sep 2025email_threadBrackwell renewal notice and usage
- 1 Sep 2025dealBrackwell Freight Ltd – Renewal
- 1 Sep 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 26 Aug 2025email_threadCheck-in next week?
- 28 Jul 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 23 Jul 2025email_threadBooking the next check-in
- 17 Jul 2025eventBB-Demo webinar
+9
- 8 Jul 2025ticketCustomer list filter not working
- 7 Jul 2025email_threadFollow-up from the QBR
+1
- 4 Jul 2025callBrackwell Freight Ltd / BB-Demo – Qbr
+1
- 3 Jul 2025documentBrackwell Freight Ltd - QBR
- 30 Jun 2025email_threadBooking the QBR for Brackwell
- 26 Jun 2025ticketDuplicate records in account view
- 23 Jun 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 22 Jun 2025email_threadInvitation to our July webinar
- 20 Jun 2025ticketHow do I create a dashboard for our account managers?
- 16 Jun 2025email_threadBrain check-in: finding a time
- 12 Jun 2025eventBB-Demo Customer Day
+16
- 10 Jun 2025ticketCalls connector stopped syncing
- 2 Jun 2025newsBrackwell Freight Ltd announces expansion of operations
- 24 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 23 May 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 15 May 2025ticketUser access not working in admin panel
- 15 May 2025email_threadCatching up on the brain - a check-in this month?
- 23 Apr 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 17 Apr 2025eventBB-Demo webinar
+5
- 11 Apr 2025email_threadCatching up on the brain - finding a slot
- 10 Apr 2025ticketData refresh delay on Tuesday operations review
- 8 Apr 2025email_threadFollow-up from the QBR
- 7 Apr 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 6 Apr 2025documentBrackwell Freight Ltd - QBR
- 4 Apr 2025ticketDashboard performance issue
- 1 Apr 2025email_threadGetting the QBR in the diary
- 24 Mar 2025email_threadInvitation: BB-Demo webinar next month
- 18 Mar 2025email_threadCheck-in notes
- 17 Mar 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 12 Mar 2025email_threadQuick check-in this week
- 6 Mar 2025newsBrackwell Freight Ltd issues regulatory announcement
- 28 Feb 2025ticketSearch and dashboard pages loading slowly
- 27 Feb 2025ticketCustomer account search returning wrong results
- 20 Feb 2025newsBrackwell Freight Ltd Announces Partnership to Strengthen Retail Logistics Offer
- 19 Feb 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 18 Feb 2025newsBrackwell Freight Ltd Reports Steady Results as Retail Contract Base Holds Firm
- 12 Feb 2025email_threadBrackwell check-in: finding a time
- 31 Jan 2025ticketCRM customer data not syncing
- 21 Jan 2025email_threadCheck-in notes and next steps
- 20 Jan 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 15 Jan 2025email_threadQuick check-in on how the brain is being used
- 3 Jan 2025email_threadQBR follow-up and next steps
- 2 Jan 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Jan 2025documentBrackwell Freight Ltd - QBR
- 20 Dec 2024email_threadBooking in the QBR for the new year
- 17 Dec 2024ticketHow to set up a custom dashboard
- 10 Dec 2024ticketData showing several days out of date
- 4 Dec 2024ticketCall connector stopped syncing
- 2 Dec 2024email_threadInvoice INV-002-0003 for the Growth subscription
- 2 Dec 2024invoiceINV-002-0003
- 22 Nov 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 20 Nov 2024email_threadCheck-in: finding a time
- 18 Nov 2024documentBrackwell Freight Ltd - Order Form (signed)
- 14 Nov 2024email_threadGrowth order form for signature
- 11 Nov 2024email_threadBrackwell Growth expansion - order form and paperwork
+1
- 8 Nov 2024documentBrackwell Freight Ltd - Proposal
- 8 Nov 2024callBrackwell Freight Ltd / BB-Demo – Negotiation
+1
- 31 Oct 2024email_threadGetting a time in the diary for the Growth conversation
- 29 Oct 2024callBrackwell Freight Ltd / BB-Demo – Negotiation
- 23 Oct 2024ticketAccount totals not updating correctly
- 23 Oct 2024email_threadSetting up a time for the commercial conversation
- 21 Oct 2024documentBrackwell Freight Ltd - Proposal
- 16 Oct 2024email_threadFollow-up: Growth proposal for Brackwell
- 16 Oct 2024documentBrackwell Freight Ltd - Proposal v1
- 14 Oct 2024callBrackwell Freight Ltd / BB-Demo – Proposal
- 14 Oct 2024callBrackwell Freight Ltd / BB-Demo – Proposal
- 9 Oct 2024email_threadWalking through the Growth proposal
- 7 Oct 2024email_threadGrowth pricing for Brackwell
- 7 Oct 2024dealBrackwell Freight Ltd – Expansion
- 4 Oct 2024email_threadRenewal proposal: finding a time
- 3 Oct 2024email_threadFollow-up from our QBR call
- 2 Oct 2024callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Oct 2024documentBrackwell Freight Ltd - QBR
- 25 Sep 2024email_threadScheduling your QBR
- 24 Sep 2024ticketAccount status filter not loading
- 9 Sep 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 4 Sep 2024email_threadBooking our next Brackwell check-in
- 28 Aug 2024email_threadNotes from our check-in
- 27 Aug 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 21 Aug 2024email_threadCheck-in on the brain – finding a slot
- 23 Jul 2024email_threadAccount view slow at Warrington - follow-up
- 22 Jul 2024ticketHow to search for a customer account
- 22 Jul 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 15 Jul 2024email_threadScheduling our next check-in
- 1 Jul 2024email_threadFollowing up on our review: usage and next steps
+1
- 28 Jun 2024callBrackwell Freight Ltd / BB-Demo – Qbr
+1
- 27 Jun 2024documentBrackwell Freight Ltd - QBR
- 20 Jun 2024email_threadDiary slot for our review
- 29 May 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 22 May 2024email_threadCatching up on how the brain's going
- 29 Apr 2024ticketDuplicate customer records in the system
- 26 Apr 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 19 Apr 2024email_threadCatching up on the brain: time for a check-in?
- 3 Apr 2024email_threadFollowing up on our Brackwell review call
- 2 Apr 2024callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Apr 2024documentBrackwell Freight Ltd - QBR
- 26 Mar 2024email_threadBooking in the Brackwell review
- 21 Mar 2024eventBB-Demo webinar
+5
- 1 Mar 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 29 Feb 2024email_threadInvitation to our BB-Demo webinar
- 23 Feb 2024email_threadQuick check-in call for Brackwell
- 15 Feb 2024ticketHow do I view a customer account and their recent calls together?
- 13 Feb 2024ticketHow to add users to the brain
- 7 Feb 2024ticketCustomising account views for individual depots
- 5 Feb 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 1 Feb 2024documentBrackwell Freight Ltd - Success Plan
- 29 Jan 2024email_threadQuick check-in on how Brackwell is getting on
- 15 Jan 2024callBrackwell Freight Ltd / BB-Demo – Training
- 11 Jan 2024callBrackwell Freight Ltd / BB-Demo – Training
- 9 Jan 2024email_threadGetting the depot team trained on the brain
- 5 Jan 2024email_threadTraining session for the depot team
- 27 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 21 Dec 2023email_threadOnboarding schedule for the brain at Brackwell
- 20 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 18 Dec 2023email_threadOnboarding: booking the connector working session
- 13 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 7 Dec 2023email_threadBrackwell kickoff: what we agreed and what I need next
+1
- 6 Dec 2023ticketCan't log in – access denied
- 6 Dec 2023email_threadOnboarding session: getting a date in the diary
- 6 Dec 2023callBrackwell Freight Ltd / BB-Demo – Kickoff
+1
- 4 Dec 2023documentBrackwell Freight Ltd - Onboarding Plan
- 1 Dec 2023email_threadSubscription invoice for the Starter tier
- 1 Dec 2023invoiceINV-002-0002
- 30 Nov 2023email_threadGetting the kickoff in the diary
- 20 Nov 2023email_threadInvoice for Brackwell Freight implementation
- 20 Nov 2023invoiceINV-002-0001
- 17 Nov 2023documentBrackwell Freight Ltd - Order Form (signed)
- 17 Nov 2023documentBrackwell Freight Ltd - Data Processing Agreement (signed)
- 17 Nov 2023documentBrackwell Freight Ltd - Master Services Agreement (signed)
- 16 Nov 2023eventBB-Demo webinar
+4
- 15 Nov 2023email_threadBrackwell order form for signature
- 13 Nov 2023email_threadInvitation: BB-Demo online webinar
- 6 Nov 2023email_threadBrackwell Freight and BB-Demo: next steps on the Starter order
+1
- 6 Nov 2023callBrackwell Freight Ltd / BB-Demo – Negotiation
+1
- 2 Nov 2023documentBrackwell Freight Ltd - Master Services Agreement v2
- 31 Oct 2023email_threadBrackwell Freight: finding time to talk terms
- 24 Oct 2023email_threadFollow-up: proposal for the brain
- 23 Oct 2023callBrackwell Freight Ltd / BB-Demo – Proposal
- 18 Oct 2023email_threadFinding a time for the proposal walkthrough
- 18 Oct 2023documentBrackwell Freight Ltd - Proposal
- 13 Oct 2023documentBrackwell Freight Ltd - Proposal v1
- 10 Oct 2023email_threadFollow-up: demo on your own data
+2
- 6 Oct 2023callBrackwell Freight Ltd / BB-Demo – Demo
+2
- 3 Oct 2023email_threadGetting the demo in the diary
- 21 Sep 2023email_threadBrackwell: notes from discovery and next steps
- 21 Sep 2023callBrackwell Freight Ltd / BB-Demo – Discovery
- 19 Sep 2023email_threadSetting up a discovery call
- 4 Sep 2023dealBrackwell Freight Ltd – New
Contacts
Evidence trail
Updated 9 Oct 26Brackwell Freight Ltd's pages are written from 5 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 217 AI summaries of 225 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 20 pages. 3 AI records in this trail are not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Brackwell Freight Ltd / BB-Demo – Discovery entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_001 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Demo entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_002 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Proposal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_003 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Negotiation entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_004 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Kickoff entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_005 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Onboarding entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_006 raw row
- Brackwell Freight Ltd entity
- +227 more
- Brackwell Freight Ltd / BB-Demo – Discovery entity
- AI opinion page block
- Brackwell Freight at risk AI record
- Brackwell Freight Ltd – New entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- contracts/order_form_lines.csv ctr_002_01:1 raw row
- contracts/order_form_lines.csv ctr_002_01:2 raw row
- contracts/order_forms.csv ctr_002_01 raw row
- crm/deal_line_items.csv deal_002_01:1 raw row
- crm/deal_line_items.csv deal_002_01:2 raw row
- +7 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Expansion entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- contracts/order_form_lines.csv ctr_002_02:1 raw row
- contracts/order_forms.csv ctr_002_02 raw row
- crm/deal_line_items.csv deal_002_02:1 raw row
- crm/deal_stage_history.csv deal_002_02:1 raw row
- crm/deal_stage_history.csv deal_002_02:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- contracts/order_form_lines.csv ctr_002_03:1 raw row
- contracts/order_forms.csv ctr_002_03 raw row
- crm/deal_line_items.csv deal_002_03:1 raw row
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- hero page block
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- Profile page block
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- Platform usage page block